|
Institutional
Holders
Total
Institutions:
|
35 2 |
|
Total
shares held :
|
1,266,737 |
|
% of shares
held :
|
14.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-217,972 |
|
% of shares
held change :
|
-2.42% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
828 |
- |
2024-03-31 |
522,959 |
$25,615,000 |
163,598 |
|
ENVESTNET ASSET MANAGEMENT INC |
1477 |
- |
2024-03-31 |
220,080 |
$10,780,000 |
60,067 |
|
Betterment LLC |
103 |
- |
2024-03-31 |
109,521 |
$5,364,000 |
13,555 |
|
MORGAN STANLEY |
3868 |
- |
2024-03-31 |
96,327 |
$4,718,000 |
27,604 |
|
PRINCIPAL SECURITIES INC. |
164 |
- |
2024-03-31 |
78,095 |
$3,825,000 |
23,387 |
|
Envestnet Portfolio Solutions Inc. |
494 |
- |
2024-03-31 |
68,007 |
$3,331,000 |
18,370 |
|
Cetera Investment Advisers |
1217 |
- |
2024-03-31 |
67,173 |
$3,290,000 |
40,096 |
|
BANK OF AMERICA CORP /DE/ |
3425 |
- |
2024-03-31 |
55,232 |
$2,705,000 |
6,598 |
|
Advisor Group Holdings Inc. |
1491 |
- |
2024-03-31 |
53,750 |
$2,633,000 |
416 |
|
FINANCIAL NETWORK |
1295 |
- |
2024-03-31 |
25,917 |
$1,269,000 |
3,427 |
|
Atria Wealth Solutions Inc. |
1097 |
- |
2024-03-31 |
13,874 |
$680,000 |
6,606 |
|
CoreCap Advisors LLC |
325 |
- |
2023-12-31 |
12,007 |
$588,000 |
131 |
|
BANK OF NEW YORK MELLON CORP |
3429 |
- |
2024-03-31 |
10,816 |
$530,000 |
3,260 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2912 |
- |
2024-03-31 |
8,804 |
$431,000 |
3,602 |
|
ROYAL BANK OF CANADA |
4110 |
- |
2024-03-31 |
4,223 |
$207,000 |
68 |
|
ICA Group Wealth Management LLC |
372 |
- |
2024-03-31 |
2,385 |
$117,000 |
445 |
|
Global Retirement Partners LLC |
1277 |
- |
2024-03-31 |
1,313 |
$64,000 |
126 |
|
IFP Advisors Inc |
2847 |
- |
2023-12-31 |
4 |
$0 |
3 |
|
|
18 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|